How to Complete an Employee Evaluation
Starting the evaluations
- Head to "Employee Evaluations" on the side navigation.
- Select an evaluation marked as "In Session".
Evaluating your team
- You will then see a set of questions and a list of your direct reports on the right.
- For the first employee, select the most relevant reactions for each card. These will be a set list of questions set up by the admin of your company's Zugata account.
Referencing past feedback you gave your Employee
If you click on “Reference my past feedback,” you will see the employee’s self reflection, previous feedback you have provided to him/her, as well as other feedback colleagues have provided at your request. You can also see previous evaluations and the employee's goals.
Adding your notes from previous feedback
The “+” symbol allows you to copy and paste this feedback to your Notes section. The ">" symbol allows you to see if there were any comments made.
Requesting peer feedback
If you click on “Request peer feedback,” you can request others to give feedback about this individual to get more perspectives. This feedback will only go to you, not your direct report.
Selecting an overall rating
You will need to select an overall rating (determined by your HR team) and can write any additional qualitative notes before submitting. Managers can choose to share these notes with direct reports in the future.
Completing your evaluations
Once you are done, you may click on "Review Answers" to preview your responses before submitting. It's important to note that any comments you make can still be edited until the admin on your company's Zugata account closes the evaluation cycle. Also, if you share your notes, you can still edit them and the changes will be reflected in your direct report's "Evaluation" tab under the "Me" section.
After you are done with the team, managers will have the opportunity to see all employees reporting up to him/her and whether or not any direct reports have finished reviews. Additionally, it is possible to filter through employees to focus on certain groups.
Sharing Evaluation Notes
The HR team can choose to enable the share button for managers. When that is enabled, managers can click on this button to share only the Notes portion with direct reports.
Can I make edits to my evaluations after I select "Ship it"?
Yes, you can click on your employee's profile picture on your team list to go back and change answers. All evaluations can be changed until the HR team closes the cycle. Then everything becomes read-only.
Can my direct reports see my evaluations?
No. They will not see any answers to the evaluation questions. If the HR team enables the sharing function, you may share your Notes only. This won't share the buckets. If you choose to write in what you rated them, that's up to you as the manager.